Legacy Advisors
UNP icon

Legacy Advisors’s Union Pacific UNP Stock Holding History

Legacy Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$592K Sell
2,175
-127
-6% -$36.9K 0.06% 161
2026
Q2 		$626K Buy
2,302
+284
+14% +$74.6K 0.06% 166
2026
Q1 		$490K Sell
2,018
-39
-2% -$9.5K 0.06% 163
2025
Q4 		$476K Buy
2,057
+281
+16% +$64.1K 0.05% 170
2025
Q3 		$420K Buy
+1,776
New +$400K 0.05% 168
2025
Q1 		$812K Buy
3,438
+425
+14% +$102K 0.08% 192
2024
Q4 		$687K Sell
3,013
-28
-0.9% -$6.63K 0.07% 216
2024
Q3 		$750K Buy
3,041
+547
+22% +$133K 0.08% 193
2024
Q2 		$564K Buy
2,494
+73
+3% +$17.1K 0.07% 192
2024
Q1 		$598K Buy
2,421
+181
+8% +$44.5K 0.08% 192
2023
Q4 		$550K Buy
2,240
+302
+16% +$66.4K 0.07% 186
2023
Q3 		$395K Buy
1,938
+219
+13% +$47.7K 0.06% 206
2023
Q2 		$352K Buy
1,719
+74
+4% +$14.7K 0.05% 203
2023
Q1 		$331K Buy
1,645
+25
+2% +$5.07K 0.06% 192
2022
Q4 		$335K Sell
1,620
-158
-9% -$32.4K 0.06% 178
2022
Q3 		$346K Buy
1,778
+126
+8% +$27.9K 0.08% 159
2022
Q2 		$352K Buy
1,652
+5
+0.3% +$1.14K 0.07% 154
2022
Q1 		$450K Buy
1,647
+377
+30% +$95.2K 0.09% 131
2021
Q4 		$320K Hold
1,270
– – 0.12% 91
2021
Q3 		$249K Buy
1,270
+4
+0.3% +$864 0.1% 105
2021
Q2 		$278K Hold
1,266
– – 0.11% 95
2021
Q1 		$279K Buy
+1,266
New +$266K 0.12% 94
2019
Q3 		– Sell
-600
Closed -$101K – 310
2019
Q2 		$101K Hold
600
– – 0.07% 162
2019
Q1 		$100K Buy
+600
New +$96.6K 0.03% 156
2018
Q4 		– Sell
-33
Closed -$5K – 379
2018
Q3 		$5K Hold
33
– – ﹤0.01% 412
2018
Q2 		$5K Buy
+33
New +$4.6K ﹤0.01% 351

Other funds holding UNP

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Legacy Advisors's UNP Position: Q3 2026 in Review

Legacy Advisors reduced its Union Pacific (UNP) stake by 5.5% in Q3 2026, selling an estimated $36.9K and leaving 2,175 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #161.

Legacy Advisors first reported a position in UNP in Q2 2018 and has held it in 26 quarters since. The position peaked at $812K in Q1 2025. 945 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Legacy Advisors held 2,175 shares of Union Pacific worth $592K as of Q3 2026.
  • Legacy Advisors sold 127 Union Pacific shares in Q3 2026, an estimated $36.9K.
  • Union Pacific made up 0.06% of Legacy Advisors's portfolio in Q3 2026, its #161 holding.
  • Legacy Advisors first reported a position in Union Pacific in Q2 2018 and has held it in 26 quarters since.
  • Legacy Advisors's Union Pacific position peaked at $812K in Q1 2025.
  • 945 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.